Spirit of America Management Corp’s WEC Energy WEC Stock Holding History

Spirit of America Management Corp’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.55M	Buy	21,800 +500	+2%	+$57K	0.48%	62
2026 Q1	$2.47M	Buy	21,300 +1,550	+8%	+$174K	0.49%	56
2025 Q4	$2.08M	Buy	19,750 +1,750	+10%	+$194K	0.44%	63
2025 Q3	$2.06M	Buy	18,000 +300	+2%	+$32.5K	0.41%	67
2025 Q2	$1.84M	Buy	17,700 +250	+1%	+$26.6K	0.38%	73
2025 Q1	$1.9M	Buy	17,450 +250	+1%	+$25.5K	0.39%	68
2024 Q4	$1.62M	Buy	17,200 +450	+3%	+$43.6K	0.33%	74
2024 Q3	$1.61M	Hold	16,750	–	–	0.32%	78
2024 Q2	$1.31M	Hold	16,750	–	–	0.27%	83
2024 Q1	$1.38M	Hold	16,750	–	–	0.28%	85
2023 Q4	$1.41M	Hold	16,750	–	–	0.31%	80
2023 Q3	$1.35M	Buy	16,750 +1,800	+12%	+$156K	0.3%	73
2023 Q2	$1.32M	Buy	14,950 +3,300	+28%	+$305K	0.3%	79
2023 Q1	$1.1M	Buy	11,650 +1,550	+15%	+$144K	0.25%	90
2022 Q4	$947K	Buy	10,100 +600	+6%	+$55.4K	0.21%	101
2022 Q3	$850K	Buy	9,500 +1,300	+16%	+$133K	0.2%	106
2022 Q2	$825K	Hold	8,200	–	–	0.19%	111
2022 Q1	$818K	Hold	8,200	–	–	0.16%	116
2021 Q4	$796K	Hold	8,200	–	–	0.16%	123
2021 Q3	$723K	Hold	8,200	–	–	0.16%	128
2021 Q2	$729K	Hold	8,200	–	–	0.16%	132
2021 Q1	$767K	Hold	8,200	–	–	0.18%	117
2020 Q4	$755K	Hold	8,200	–	–	0.19%	121
2020 Q3	$795K	Hold	8,200	–	–	0.22%	111
2020 Q2	$719K	Hold	8,200	–	–	0.18%	116
2020 Q1	$723K	Hold	8,200	–	–	0.23%	103
2019 Q4	$756K	Hold	8,200	–	–	0.13%	134
2019 Q3	$780K	Hold	8,200	–	–	0.13%	135
2019 Q2	$684K	Hold	8,200	–	–	0.1%	140
2019 Q1	$648K	Hold	8,200	–	–	0.09%	147
2018 Q4	$568K	Hold	8,200	–	–	0.09%	157
2018 Q3	$547K	Hold	8,200	–	–	0.07%	174
2018 Q2	$530K	Hold	8,200	–	–	0.07%	181
2018 Q1	$514K	Hold	8,200	–	–	0.07%	179
2017 Q4	$545K	Hold	8,200	–	–	0.06%	184
2017 Q3	$515K	Hold	8,200	–	–	0.05%	206
2017 Q2	$503K	Sell	8,200 -1,600	-16%	-$98.8K	0.05%	207
2017 Q1	$594K	Hold	9,800	–	–	0.06%	188
2016 Q4	$575K	Hold	9,800	–	–	0.07%	191
2016 Q3	$587K	Sell	9,800 -3,300	-25%	-$206K	0.08%	187
2016 Q2	$855K	Sell	13,100 -1,800	-12%	-$108K	0.13%	129
2016 Q1	$895K	Hold	14,900	–	–	0.16%	122
2015 Q4	$765K	Hold	14,900	–	–	0.15%	132
2015 Q3	$778K	Hold	14,900	–	–	0.16%	130
2015 Q2	$670K	Sell	14,900 -2,500	-14%	-$120K	0.13%	151
2015 Q1	$861K	Sell	17,400 -3,000	-15%	-$157K	0.18%	126
2014 Q4	$1.08M	Hold	20,400	–	–	0.27%	100
2014 Q3	$877K	Sell	20,400 -2,300	-10%	-$102K	0.27%	116
2014 Q2	$1.06M	Buy	22,700 +2,000	+10%	+$92.9K	0.42%	78
2014 Q1	$964K	Buy	+20,700	New	+$892K	0.4%	83
2013 Q4	–	Sell	-14,100	Closed	-$569K	–	191
2013 Q3	$569K	Hold	14,100	–	–	0.21%	145
2013 Q2	$578K	Buy	+14,100	New	+$598K	0.21%	140

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Spirit of America Management Corp's WEC Position: Q2 2026 in Review

Spirit of America Management Corp increased its WEC Energy (WEC) stake by 2.3% in Q2 2026, buying an estimated $57K and bringing the position to 21,800 shares worth $2.55M. The position accounts for 0.48% of the portfolio, ranked #62.

Spirit of America Management Corp first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Spirit of America Management Corp held 21,800 shares of WEC Energy worth $2.55M as of Q2 2026.
Spirit of America Management Corp bought 500 WEC Energy shares in Q2 2026, an estimated $57K.
WEC Energy made up 0.48% of Spirit of America Management Corp's portfolio in Q2 2026, its #62 holding.
Spirit of America Management Corp first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.